Aug 21, 2021 - Investment Policy Statement and Retirement Policy Statement

Course Outline

“Investment Policy Statement and Retirement Policy Statement” will be suitable for the following CE Credits:

British Columbia – 3.5 Life CE

Alberta – 3.5 Life, 0 A&S

Saskatchewan – 3.5 Life, 0 Ethics

Manitoba – 3.5 Life and/or A&S

Ontario – 3.5 CE

FP Canada – 2.5 Financial Planning, 1 Professional Responsibility